Bellevue, WA CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Bellevue’s Technology, SaaS, Professional Services economy. Whether you’re managing equity compensation complexity and R&D tax credit optimization or capitalizing on Washington’s zero state income tax advantage for high-income tech founders, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Bellevue business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Bellevue CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Washington tax expertise — Washington has no state income tax, but B&O tax on gross receipts applies to most businesses planning and multi-state compliance
- Industry focus — Specialized experience with Technology, SaaS, Professional Services
- Transparent pricing — Upfront estimates starting at $300/month; if scope changes, we discuss it first
- Responsive support — Direct CPA access, same-day responses
Accounting & Tax Services in Bellevue, WA
Bellevue has evolved from a Seattle suburb into a global tech powerhouse with a metro GDP rivaling many mid-sized cities. T-Mobile’s headquarters in the Factoria neighborhood employs over 10,000 workers, while Meta operates its largest campus outside California with 4,000+ employees. Amazon, Microsoft, and Google all maintain significant Bellevue operations along the I-405 corridor, creating one of the densest concentrations of tech talent in the country. With median household income exceeding $130,000, Bellevue business owners frequently manage complex equity compensation, stock option exercises, and multi-state tax implications.
Washington’s B&O tax applies to Bellevue businesses based on gross receipts, with service businesses paying 1.5% and technology companies often qualifying for reduced rates on certain activities. The Eastside’s gaming studios, including Bungie and nearby Valve, along with a growing cluster of AI startups, add specialized accounting demands around R&D tax credits, capitalized software development costs, and investor-ready financial reporting. Bellevue’s position as the top-ranked city for STEM workers (WalletHub) means equity compensation planning is a critical need for both business owners and employees.
SDO CPA works with Bellevue business owners across technology, professional services, and healthcare to structure entities, optimize S-Corp reasonable compensation, and manage the interplay between federal tax obligations and Washington’s B&O tax. For startups in downtown Bellevue’s Spring District or established firms near the Crossroads tech cluster, we provide monthly bookkeeping and fractional CFO services scaled to your stage of growth.
Washington Tax Planning Tip
Washington has no state income tax, but the B&O (Business & Occupation) tax applies to gross receipts at rates varying by classification: 1.5% for service businesses, 0.471% for manufacturing, and 0.484% for retailing. Many Bellevue businesses overpay because they file under the wrong classification or miss available credits. Proper classification review can reduce your B&O liability significantly.
CPA Services for Bellevue Businesses
Business Tax Preparation
Federal and Washington business tax returns for LLCs, S-Corps, partnerships, and sole proprietors.
Bookkeeping & Accounting
Monthly bookkeeping, bank reconciliation, and financial statements using QuickBooks or Xero.
Payroll Services
Full-service payroll processing, tax deposits, and quarterly filings through Gusto integration.
Tax Planning & Strategy
Proactive tax planning to minimize liability through entity selection, retirement contributions, and timing strategies.
Fractional CFO
Cash flow forecasting, budgeting, and financial strategy for growing Bellevue businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Bellevue business owners.
Common Challenges for Bellevue Business Owners
Challenge
Bellevue businesses often face equity compensation complexity and R&D tax credit optimization, making tax planning and cash flow management more complex than standard approaches allow.
Our Approach
We provide proactive tax planning and fractional CFO services tailored to Bellevue’s business environment, helping you handle equity compensation complexity and R&D tax credit optimization with confidence.
Challenge
Many Bellevue business owners struggle to get timely responses from their CPA, especially during busy seasons when questions are most urgent.
Our Approach
SDO CPA provides direct access to your CPA team with same-day response times. No call centers, no waiting weeks for answers.
Challenge
Tax preparation alone doesn’t help Bellevue business owners understand their financial position or make informed decisions throughout the year.
Our Approach
We deliver monthly financial reports with actionable insights, helping you understand cash flow, profitability, and tax liability before year-end.
“SDO CPA restructured our entity for our Series A and optimized our R&D tax credits. Their team understands SaaS metrics and helped us prepare investor-ready financials that closed our round faster.”— Kevin T., SaaS company founder in Bellevue
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Bellevue business, current financial setup, and goals.
Get Your Custom Proposal
Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.
Seamless Onboarding
We connect to your QuickBooks or Xero and organize your books within 30 days.
Ongoing Partnership
Monthly reports, proactive tax planning, and year-round CPA access.
Why Bellevue Business Owners Choose SDO CPA
Washington Tax Expertise
We understand Washington has no state income tax, but B&O tax on gross receipts applies to most businesses and help Bellevue businesses maximize tax advantages while managing federal obligations and multi-state complexity.
Transparent Pricing
Clear monthly estimates for standard services. We scope your needs upfront and communicate before any additional work. See our pricing.
Cloud-Based & Virtual
Access your financials anywhere. We work with QuickBooks Online, Xero, Gusto, and Ramp to keep your Bellevue business running smoothly.
S-Corp & Partnership Specialists
Our clients are pass-through entity owners. We handle reasonable compensation analysis, K-1 preparation, QBI optimization, and entity selection.
Responsive Communication
Get answers when you need them. Our team responds within one business day, and you’ll have direct access to your CPA.
Frequently Asked Questions
Resources for Bellevue Business Owners
Also Serving the Puget Sound Region
SDO CPA provides virtual CPA services to businesses throughout the Puget Sound Region and Washington.
Ready to Work With a CPA Who Understands Bellevue Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call